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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,614 | $88,603-9.0% | $69,890+15.3% | $134,545-40.1% |
| Participation rate | 81.8% | 74.9%+6.9pp | 70.5%+11.3pp | 81.2%+0.6pp |
| Annual return | -11.42% | 442.93%-454.4pp | 190.84%-202.3pp | 418.37%-429.8pp |
| Employer contribution / active EE | $1,382 | $3,236-57.3% | $2,560-46.0% | $4,742-70.8% |
| Participant deferral / active EE | $3,950 | $4,771-17.2% | $3,848+2.6% | $6,401-38.3% |
| Admin fee / account holder | $4,936 | $10,443-52.7% | $6,267-21.2% | $11,431-56.8% |